Clearstead Advisors’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,450
| Closed | -$271K | – | 1582 |
|
|
2023
Q3 | $271K | Buy |
1,450
+725
| +100% | +$135K | 0.01% | 504 |
|
|
2023
Q2 | $155K | Hold |
725
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $169K | Hold |
725
| – | – | 0.01% | 417 |
|
|
2022
Q4 | $200K | Hold |
725
| – | – | 0.02% | 383 |
|
|
2022
Q3 | $182K | Hold |
725
| – | – | 0.02% | 373 |
|
|
2022
Q2 | $206K | Hold |
725
| – | – | 0.02% | 367 |
|
|
2022
Q1 | $249K | Hold |
725
| – | – | 0.02% | 375 |
|
|
2021
Q4 | $304K | Hold |
725
| – | – | 0.02% | 324 |
|
|
2021
Q3 | $244K | Hold |
725
| – | – | 0.02% | 339 |
|
|
2021
Q2 | $211K | Hold |
725
| – | – | 0.02% | 337 |
|
|
2021
Q1 | $206K | Hold |
725
| – | – | 0.02% | 332 |
|
|
2020
Q4 | $157K | Hold |
725
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $133K | Hold |
725
| – | – | 0.01% | 330 |
|
|
2020
Q2 | $122K | Hold |
725
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $105K | Buy |
+725
| New | +$105K | 0.02% | 320 |
|
|
2019
Q4 | – | Sell |
-1,350
| Closed | -$255K | – | 285 |
|
|
2019
Q3 | $255K | Hold |
1,350
| – | – | 0.03% | 227 |
|
|
2019
Q2 | $267K | Hold |
1,350
| – | – | 0.04% | 232 |
|
|
2019
Q1 | $232K | Hold |
1,350
| – | – | 0.03% | 240 |
|
|
2018
Q4 | $267K | Buy |
+1,350
| New | +$267K | 0.04% | 209 |
|